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Wealth Management


Business Protection

Business Protection is about having properly structured life assurance policies to deliver money into the right hands at the correct time. A recent survey by the Irish Marketing Surveys showed that almost 70 per cent of Irish business had not arranged any form of Business Protection, to enable them or the company to afford to buy out the shares of colleagues who die, where desirable.

In addition, many small to medium size businesses are heavily dependent on the skills, experiences and business contacts of a few key employees/directors, the death of these could have devastating effects on the business. Therefore, one may need to consider putting Key Person assurance in place, i.e. life assurance on the Key Person with the benefit payable to the company. Partners in a partnership are all personally responsible for all the debts of the business. If one partner goes bankrupt or fails to pay taxes and other debts on his/her share of the business, the other partners are liable for all the taxes etc involved.

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Fund Manager

Only after we take the time to fully understand and analyse your needs will we propose the various options available to you. Then together we will agree with you the most appropriate strategy to manage your wealth.

Please give us a call at 01-6362700 to talk to one of our Qualified Financial Advisors.

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